Allridge Wealth Management, Inc

Allridge Wealth Management, Inc. is an independent, fee-only wealth management firm that provides customized investment management and advisory services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, retirement plans, corporations and other legal entities. The firm generally allocates client assets among domestic and international stocks, bonds, mutual funds and ETFs and delivers portfolio management and related advice on a non-transactional, fee-only basis.

AWM obtains suitability information and works with clients to establish an investment policy statement and a choice of growth, balanced, or conservative strategies, supporting recommendations with fundamental and technical analysis and independent research. The firm provides allocation recommendations, market entry strategies and ongoing monitoring, but does not exercise trading authority—clients retain discretion over implementation and receive periodic reviews and access to an online reporting platform (Advyzon).

A distinguishing feature of AWM is that all client accounts are managed on a non-discretionary basis, a model that is uncommon among similarly categorized firms and limits the firm’s role to advisory recommendations rather than trade execution. The firm also discloses that it does not vote client proxies, provides formal rollover analyses when advising on retirement plan rollovers, and operates without accepting compensation from product providers.